Every report allows you to extract data from the BMM by running a query made of one or more 'where clauses'. But what is a 'where clause'?
A 'where clause' is a filter that you use to describe what kind of data you wish to extract from the BMM. Let's have a look at some examples:
To extract a list of folders created in branch AA between the 1st of January and the 31st of March 2023, you'll run the Folder Activity Report with these two where clauses:
Folder Branch equal to AA
Folder Creation Date between 01JAN23 and 31MAR23
if you then wanted to extract only the folders created by user ABC, you can add another where clause to the same report:
Folder Owned By Staff Code equal to ABC
To extract a list of hotel items created last year per financial vendor, you'll run the Item Report - by Financial Vendor with these where clauses:
Item Type equal to HOT
Item Creation Date between 01JAN22 and 31DEC22
To extract a list of supplier payments processed the previous month, you'll run the Vendor Payments Made Report with this where clause:
Vendor Payment Date equal to 01MAY23 and 31MAY23
In all these examples, users manually enter the value so it's set to User Data.
However, if a report is run on a regular basis, the value could be set to Constant.
For example, if you run a Folder Activity Report on a daily basis to check how many folders were created the previous day, you could configure the folder creation date as the below example:
By selecting the Constant radio button, the text value fields become dropdown menus and you can only choose one of the options presented in the dropdown. Constant values are very useful for dates and also to target empty fields (that should not be empty) or vice versa.
In the above example, we are targeting data from the previous month because we are deducting 30 days from the first and last day of the current month.
Using constant values also allows you to schedule reports to be emailed to specified staff members or customers at a set time chosen by you. This is because nobody needs to manually edit the date each time the report needs to be run. Constant dates will always be valid.
Another example could be the Departure Report run specifically to check how many people are departing in a week's time. In this scenario, you can configure your where clause as per below example:
Alternatively, if you want to see the list of folder departing in the next seven days, you can configure the where clauses as the below example: